Ontario Bar Association and Chartered Business Valuators Institute PROGRAM
On-Demand | Original Program Date: August 18, 2026

When you purchase this on-demand product, you will receive access to the recording approximately one week following the live program date. If you wish to view the program live, please purchase the live online product here.

Do you use the same valuation clause for every shareholders agreement? Is it considered a boilerplate clause that defers the details to be addressed at a later date by the valuator? If so, you may be missing the opportunity to best protect your client and may be leaving some blanks to be filled in by the valuator in a way that neither you nor your client expect. 

Join us as we bring together legal and valuator perspectives for a practical discussion on addressing valuation issues in shareholder agreements. We’ll unpack key valuation issues and best practices, including:

• Standards of valuation
• Value definition/determination
• Assumptions and criteria to be considered
• Triggering events 
• Valuator selection
• Valuation level of assurance to be used
• Minority discounts
• Anticipated impacts of different approaches on parties depending on the circumstances

Learn about issues that you can deal with in advance rather than leaving them to chance. Gather valuable insights on handling these issues effectively, alongside essential business strategies.

SPEAKERS

Jay Lefton, Partner, Fasken Martineau DuMoulin LLP
Paul Mandel, Partner, MNP

PARTNERED WITH: